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feat: detect endpoint-switch deployments and persist rollback metadata (Step 1)#1776

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dev/iot-endpoint-switch
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feat: detect endpoint-switch deployments and persist rollback metadata (Step 1)#1776
Vipul-5517 wants to merge 1 commit intomainfrom
dev/iot-endpoint-switch

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IoT Endpoint Switch — Step 1: Detect endpoint-switch deployments and persist rollback metadata

Summary

Adds the foundation for IoT endpoint switch deployments in Greengrass Nucleus Classic. When a deployment changes iotDataEndpoint, the deployment service detects it, persists the source endpoint for later status reporting and rollback, and forces config snapshot creation regardless of the deployment's FailureHandlingPolicy.

This is Step 1 of the IoT Endpoint Switch design.

Changes

  • DeploymentConfigMerger — Add isEndpointSwitchDeployment() to detect when incoming config changes iotDataEndpoint. Persist source endpoint metadata before activation.
  • DeploymentDirectoryManager — Add persistSourceEndpoints(), readSourceEndpoints(), hasEndpointSwitchMetadata() for endpoint switch metadata lifecycle.
  • DefaultActivator — Force config snapshot and rollback support for endpoint-switch deployments even when FailureHandlingPolicy is DO_NOTHING.
  • EndpointSwitchMetadata — Model class for persisted source endpoint data.

E2E Test Results (14/14 pass)

Tested with locally built Nucleus 2.16.0-SNAPSHOT in Podman containers, cross-region endpoint switch (us-east-1 → us-west-2).

# Scenario Result Status Config Changed
1 Happy path endpoint switch SUCCEEDED Yes → us-west-2
2 No IoT resources in dest FAILED_NO_STATE_CHANGE No
3 No IoT policy in dest FAILED_NO_STATE_CHANGE No
4 Non-endpoint deployment SUCCEEDED No
5 Same endpoint value SUCCEEDED No
6 Only data endpoint (no cred) FAILED_NO_STATE_CHANGE No
7 DO_NOTHING forces snapshot SUCCEEDED Yes → us-west-2
8 Timeout (non-routable IP) FAILED_NO_STATE_CHANGE No
9 Invalid endpoint format FAILED_NO_STATE_CHANGE No
10 Region mismatch FAILED_NO_STATE_CHANGE No
11 Metadata survives restart SUCCEEDED Yes → us-west-2
12 Back-to-back switches SUCCEEDED ×2 Yes (both ways)
13 Endpoint + logging config SUCCEEDED Yes + DEBUG
14 Retry behavior verification FAILED_NO_STATE_CHANGE No

Testing

  • Unit tests added for isEndpointSwitchDeployment, metadata persistence, and forced rollback.
  • Existing tests updated for new DeploymentDirectoryManager constructor parameter.

Related

  • Step 2 (pre-flight MQTT check) will follow in a separate PR.

Path filePath = getDeploymentDirectoryPath().resolve(ENDPOINT_SWITCH_METADATA_FILE);
AtomicReference<EndpointSwitchMetadata> ref = new AtomicReference<>();
CommitableReader.of(filePath).read(in -> {
ref.set(SerializerFactory.getFailSafeJsonObjectMapper().readValue(in, EndpointSwitchMetadata.class));
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Recommendation generated by Amazon CodeGuru Reviewer. Leave feedback on this recommendation by replying to the comment or by reacting to the comment using emoji.

The ObjectMapper.readValue() method can throw a JsonProcessingException, but this exception is not handled properly here. By simply logging the error and returning an empty value, the exception is ignored. This can mask potential JSON parsing issues, leading to unexpected application behavior or data corruption because the system may continue with invalid or incomplete data. To fix this, catch JsonProcessingException and either handle it appropriately or rethrow it as a custom runtime exception. https://www.ibm.com/support/pages/best-practice-catching-and-re-throwing-java-exceptions

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Updated

@sahith
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sahith commented Apr 2, 2026

The addition of deploymentDirectoryManager to DeploymentConfigMerger breaks the integration tests.

sahith
sahith previously requested changes Apr 2, 2026
Comment on lines +188 to +190
} catch (IOException e) {
logger.atWarn().setCause(e).log("Failed to check endpoint switch metadata");
return false;
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IOException is being swallowed here. If the metadata file was persisted but can't be read (broken symlink, disk error), the deployment silently loses rollback protection — no snapshot, no rollback on failure. The device could get stuck with an unreachable endpoint and no way to recover. Consider letting the IOException propagate and failing the deployment with FAILED_NO_STATE_CHANGE instead, since no config has been applied yet.

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Make sense. Updated

@sahith sahith self-requested a review April 2, 2026 02:46
@Vipul-5517 Vipul-5517 marked this pull request as draft April 2, 2026 18:09
@Vipul-5517 Vipul-5517 force-pushed the dev/iot-endpoint-switch branch 6 times, most recently from 08feeb7 to b2e75fb Compare April 2, 2026 22:53
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github-actions bot commented Apr 2, 2026

Binary incompatibility detected for commit 7d6caed.
See the uploaded artifacts from the action for details. You must bump the version number.

com.aws.greengrass.tes.CredentialRequestHandler is binary incompatible and is source incompatible because of FIELD_REMOVED
com.aws.greengrass.util.platforms.unix.linux.Cgroup is binary incompatible and is source incompatible because of FIELD_REMOVED, METHOD_REMOVED, SUPERCLASS_REMOVED, CLASS_REMOVED, INTERFACE_REMOVED
com.aws.greengrass.util.platforms.unix.linux.LinuxSystemResourceController$CgroupFreezerState is binary incompatible and is source incompatible because of FIELD_REMOVED, METHOD_REMOVED, SUPERCLASS_REMOVED, CLASS_REMOVED, INTERFACE_REMOVED
com.aws.greengrass.util.platforms.unix.UnixPlatform is binary incompatible and is source incompatible because of FIELD_LESS_ACCESSIBLE

Produced by binaryCompatability.py

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Unit Tests Coverage Report

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com.aws.greengrass.deployment.DeploymentDirectoryManager 71% 86% 56%
com.aws.greengrass.deployment.IotJobsHelper$WrapperMqttConnectionFactory 100% 100% 0%
com.aws.greengrass.deployment.IotJobsHelper 55% 61% 48%
com.aws.greengrass.deployment.IotJobsHelper$1 85% 85% 0%
com.aws.greengrass.deployment.ThingGroupHelper 47% 61% 33%
com.aws.greengrass.deployment.ShadowDeploymentListener 23% 32% 14%
com.aws.greengrass.deployment.ShadowDeploymentListener$1 14% 14% 0%
com.aws.greengrass.deployment.DeploymentStatusKeeper 82% 93% 71%
com.aws.greengrass.deployment.IotJobsClientWrapper 15% 15% 0%
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com.aws.greengrass.util.orchestration.ProcdUtils 0% 0% 0%
com.aws.greengrass.util.orchestration.SystemServiceUtils 0% 0% 0%
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com.aws.greengrass.testing.TestFeatureParameters 83% 100% 66%
com.aws.greengrass.testing.TestFeatureParameters$1 100% 100% 0%
com.aws.greengrass.ipc.modules.PubSubIPCService 68% 68% 0%
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com.aws.greengrass.ipc.modules.MqttProxyIPCService 64% 64% 0%
com.aws.greengrass.ipc.modules.LifecycleIPCService 86% 86% 0%
com.aws.greengrass.ipc.modules.ConfigStoreIPCService 66% 66% 0%
com.aws.greengrass.easysetup.GreengrassSetup 75% 74% 76%
com.aws.greengrass.easysetup.DeviceProvisioningHelper 69% 77% 62%

Minimum allowed coverage is 65%

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Integration Tests Coverage Report

File Coverage Lines Branches
All files 53% 57% 49%
com.aws.greengrass.deployment.activator.DeploymentActivatorFactory 100% 100% 100%
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com.aws.greengrass.deployment.activator.DeploymentActivator 78% 82% 75%
com.aws.greengrass.deployment.activator.DefaultActivator 69% 81% 56%
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com.aws.greengrass.authorization.AuthorizationIPCAgent 100% 100% 0%
com.aws.greengrass.authorization.AuthorizationPolicyParser 76% 80% 72%
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com.aws.greengrass.authorization.AuthorizationHandler 74% 74% 74%
com.aws.greengrass.authorization.AuthorizationModule 46% 59% 33%
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com.aws.greengrass.util.IotSdkClientFactory 0% 0% 0%
com.aws.greengrass.util.RootCAUtils 0% 0% 0%
com.aws.greengrass.util.DependencyOrder 100% 100% 100%
com.aws.greengrass.util.SerializerFactory 100% 100% 0%
com.aws.greengrass.util.BaseRetryableAccessor 0% 0% 0%
com.aws.greengrass.util.CommitableWriter 47% 70% 25%
com.aws.greengrass.util.EncryptionUtils$PemWriter 0% 0% 0%
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com.aws.greengrass.util.ProxyUtils 28% 32% 23%
com.aws.greengrass.util.FileSystemPermission$Option 100% 100% 0%
com.aws.greengrass.util.NucleusPaths 97% 97% 0%
com.aws.greengrass.util.Exec 70% 85% 56%
com.aws.greengrass.util.StsSdkClientFactory 0% 0% 0%
com.aws.greengrass.util.MqttChunkedPayloadPublisher 35% 42% 27%
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com.aws.greengrass.util.CommitableReader 0% 0% 0%
com.aws.greengrass.util.Utils$1 87% 100% 75%
com.aws.greengrass.util.Utils 55% 60% 51%
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com.aws.greengrass.util.BatchedSubscriber 59% 68% 50%
com.aws.greengrass.util.LockScope 100% 100% 0%
com.aws.greengrass.util.Exec$Copier 86% 91% 82%
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com.aws.greengrass.util.DefaultConcurrentHashMap 100% 100% 100%
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com.aws.greengrass.util.GreengrassServiceClientFactory 46% 32% 61%
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com.aws.greengrass.mqttclient.v5.QOS 50% 76% 25%
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com.aws.greengrass.componentmanager.models.ComponentRequirementIdentifier 0% 0% 0%
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com.aws.greengrass.util.platforms.UserDecorator 100% 100% 0%
com.aws.greengrass.util.platforms.Platform 80% 90% 70%
com.aws.greengrass.util.platforms.Platform$FileSystemPermissionView 100% 100% 0%
com.aws.greengrass.dependency.Context$Value 77% 84% 70%
com.aws.greengrass.dependency.EZPlugins 61% 68% 54%
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com.aws.greengrass.dependency.InjectionActions 100% 100% 0%
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com.aws.greengrass.dependency.ComponentStatusCode 55% 73% 36%
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com.aws.greengrass.mqttclient.spool.Spool 23% 36% 10%
com.aws.greengrass.mqttclient.spool.InMemorySpool 44% 44% 0%
com.aws.greengrass.mqttclient.spool.SpoolerStorageType 100% 100% 0%
com.aws.greengrass.componentmanager.KernelConfigResolver 76% 84% 69%
com.aws.greengrass.componentmanager.Unarchiver 72% 87% 58%
com.aws.greengrass.componentmanager.ClientConfigurationUtils 0% 0% 0%
com.aws.greengrass.componentmanager.ComponentStore 46% 48% 45%
com.aws.greengrass.componentmanager.ComponentServiceHelper 33% 52% 14%
com.aws.greengrass.componentmanager.DependencyResolver 60% 66% 53%
com.aws.greengrass.componentmanager.ComponentManager 65% 60% 69%
com.aws.greengrass.util.platforms.unix.UnixRunWithGenerator 63% 61% 65%
com.aws.greengrass.util.platforms.unix.UnixPlatform$ShDecorator 75% 100% 50%
com.aws.greengrass.util.platforms.unix.UnixUserAttributes 75% 100% 50%
com.aws.greengrass.util.platforms.unix.UnixPlatform$IdOption 100% 100% 0%
com.aws.greengrass.util.platforms.unix.UnixPlatform 64% 60% 67%
com.aws.greengrass.util.platforms.unix.UnixExec 75% 81% 68%
com.aws.greengrass.util.platforms.unix.UnixGroupAttributes 100% 100% 0%
com.aws.greengrass.util.platforms.unix.QNXPlatform 0% 0% 0%
com.aws.greengrass.util.platforms.unix.UnixPlatform$1 100% 100% 0%
com.aws.greengrass.util.platforms.unix.UnixPlatform$SudoDecorator 76% 89% 62%
com.aws.greengrass.util.platforms.unix.UnixPlatform$PosixFileSystemPermissionView 87% 91% 83%
com.aws.greengrass.util.platforms.unix.DarwinPlatform 0% 0% 0%
com.aws.greengrass.config.UpdateBehaviorTree$PrunedUpdateBehaviorTree 80% 80% 0%
com.aws.greengrass.config.Node 78% 80% 77%
com.aws.greengrass.config.PlatformResolver 36% 47% 25%
com.aws.greengrass.config.ConfigurationReader$1 100% 100% 0%
com.aws.greengrass.config.Configuration 65% 81% 50%
com.aws.greengrass.config.ConfigurationReader 66% 76% 57%
com.aws.greengrass.config.UpdateBehaviorTree 100% 100% 100%
com.aws.greengrass.config.Topic 67% 73% 62%
com.aws.greengrass.config.CaseInsensitiveString 65% 70% 60%
com.aws.greengrass.config.Topics 70% 75% 64%
com.aws.greengrass.config.ConfigurationReader$ConfigurationMode 100% 100% 0%
com.aws.greengrass.config.ConfigurationWriter 75% 73% 77%
com.aws.greengrass.config.WhatHappened 100% 100% 0%
com.aws.greengrass.config.UpdateBehaviorTree$UpdateBehavior 100% 100% 0%
com.aws.greengrass.iot.IotConnectionManager 0% 0% 0%
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com.aws.greengrass.deployment.model.Deployment$DeploymentType 100% 100% 0%
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com.aws.greengrass.deployment.model.DeploymentDocument$SDKDeserializer 20% 20% 0%
com.aws.greengrass.deployment.model.DeploymentTaskMetadata 78% 78% 0%
com.aws.greengrass.deployment.model.DeploymentDocument 91% 100% 83%
com.aws.greengrass.deployment.model.DeploymentResult$DeploymentStatus 100% 100% 0%
com.aws.greengrass.status.FleetStatusService 82% 90% 74%
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com.aws.greengrass.mqttclient.MqttClient$1 12% 12% 0%
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com.aws.greengrass.mqttclient.WrapperMqttClientConnection 90% 80% 100%
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com.aws.greengrass.status.model.MessageType 76% 85% 66%
com.aws.greengrass.deployment.errorcode.DeploymentErrorCode 100% 100% 0%
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com.aws.greengrass.componentmanager.converter.RecipeLoader 72% 86% 59%
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com.aws.greengrass.telemetry.MetricsPayload 100% 100% 0%
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Minimum allowed coverage is 58%

Generated by 🐒 cobertura-action against 7d6caed

@Vipul-5517 Vipul-5517 marked this pull request as ready for review April 3, 2026 05:23
Comment on lines +53 to +66
boolean endpointSwitch;
try {
endpointSwitch = isEndpointSwitchDeployment();
} catch (IOException e) {
logger.atError(MERGE_CONFIG_EVENT_KEY).setCause(e)
.log("Failed to check endpoint switch metadata");
totallyCompleteFuture.complete(
new DeploymentResult(DeploymentResult.DeploymentStatus.FAILED_NO_STATE_CHANGE, e));
return;
}
if (endpointSwitch) {
logger.atInfo(MERGE_CONFIG_EVENT_KEY)
.log("Endpoint switch deployment: forcing config snapshot and rollback support");
}
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This logic is essentially to trigger a rollback on endpoint switch deployment irrespective of auto rollback failure handling policy configured (ROLLBACK or DO_NOTHING). We can add a comment clarifying it. Also, how about executing this logic only if isAutoRollbackRequested(deploymentDocument) is false so that it doesn't get triggered on every endpoint switch deployment

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Addressed in the new revision

Comment on lines +205 to +208
/**
* Safe variant for use after config is applied — defaults to true (attempt rollback) on IO error.
*/
private boolean isEndpointSwitchSafe() {
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Why have a separate method isEndpointSwitchSafe instead of re-using isEndpointSwitchDeployment?

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Addressed in the new revision

static final String BOOTSTRAP_TASK_FILE = "bootstrap_task.json";
static final String ROLLBACK_BOOTSTRAP_TASK_FILE = "rollback_bootstrap_task.json";
static final String DEPLOYMENT_METADATA_FILE = "deployment_metadata.json";
static final String ENDPOINT_SWITCH_METADATA_FILE = "endpoint_switch_metadata.json";
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@saranyailla saranyailla Apr 6, 2026

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Have we considered writing source endpoint info to config.tlog?

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Discussed it offline. There is a room for error if another file is being introduced to be managed by Greengrass Nucleus. Instead, we can have the source IoT data endpoint written to runtime configuration within config.tlog file

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Addressed in the new revision

@alter-mage
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alter-mage commented Apr 6, 2026

I am concerned if we are introducing race conditions through some edge cases. I am looking at scenarios where

  • a deployment gets cancelled
  • Nucleus dies due to a power loss while processing a deployment

Let's talk about situations where a bad endpoint change gets deployed. Specifically, Nucleus loses all connectivity if it is configured to use this endpoint. That is, its bricked.

For the cancellation scenario, have we considered implementing a forced rollback if Nucleus cancels a deployment between config update and waiting for services to start?
Reason being, Nucleus could cancel a deployment as soon as it receives the cancellation notice. It does not block on service lifecycle threads from ongoing deployment. If a bad endpoint change gets committed to the Nucleus config and deployment is cancelled before this commit can be verified, we are at risk of bricking the device.

For the power loss scenario, have we considered what happens if rollback snapshot is stale?
Reason being, a customer's device could suffer a power loss at any point, including a situation where a bad endpoint change is committed to the Nucleus config but not verified. Nucleus boots up with this bad change and loses all connectivity, getting bricked. I believe a similar situation can occur during rollback as well.

@sahith
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sahith commented Apr 7, 2026

I am concerned if we are introducing race conditions through some edge cases. I am looking at scenarios where

  • a deployment gets cancelled
  • Nucleus dies due to a power loss while processing a deployment

Let's talk about situations where a bad endpoint change gets deployed. Specifically, Nucleus loses all connectivity if it is configured to use this endpoint. That is, its bricked.

For the cancellation scenario, have we considered implementing a forced rollback if Nucleus cancels a deployment between config update and waiting for services to start? Reason being, Nucleus could cancel a deployment as soon as it receives the cancellation notice. It does not block on service lifecycle threads from ongoing deployment. If a bad endpoint change gets committed to the Nucleus config and deployment is cancelled before this commit can be verified, we are at risk of bricking the device.

For the power loss scenario, have we considered what happens if rollback snapshot is stale? Reason being, a customer's device could suffer a power loss at any point, including a situation where a bad endpoint change is committed to the Nucleus config but not verified. Nucleus boots up with this bad change and loses all connectivity, getting bricked. I believe a similar situation can occur during rollback as well.

Discussed this offline. The risk of bad IoT data endpoint being deployed is offset by having the pre-flight MQTT connectivity check to verify if the device is successfully able to establish the connectivity.

@Vipul-5517 Vipul-5517 force-pushed the dev/iot-endpoint-switch branch 4 times, most recently from 4212ba0 to 7c7f1f8 Compare April 9, 2026 08:01
@Vipul-5517 Vipul-5517 requested a review from sahith April 9, 2026 08:13
// Endpoint switch deployments force config snapshot and rollback regardless of FailureHandlingPolicy,
// so that we can restore the original endpoint if the new one is unreachable after applying the change.
// Only check when auto-rollback is not already requested to avoid redundant metadata reads.
boolean endpointSwitch = !autoRollback && isEndpointSwitch();
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If autoRollback is set to true and isEndpointSwitch() is false, then essentially endpointSwitch variable would be set to false. This would be confusing.

The main purpose of defining this variable is to know whether config snapshot should be taken or not. We can name it accordingly instead of endpointSwitch

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updated

@Vipul-5517 Vipul-5517 force-pushed the dev/iot-endpoint-switch branch from 7c7f1f8 to 055c8ab Compare April 9, 2026 08:21
Comment on lines +160 to +162
// so the MQTT BatchedSubscriber does not trigger reconnection. Step 5 uses this value to
// report deployment status back to the source account. clearSourceIotDataEndpoint() is
// called after status reporting; if cleanup is skipped (crash, Step 5 not yet implemented),
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This is talking about the future implementation steps. We can update the comment to not have any step details

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@Vipul-5517 Vipul-5517 Apr 9, 2026

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this is transient state so should be fine to keep it here as before final merge this will be removed

Comment on lines +489 to +506
/**
* Persist the source IoT data endpoint for an endpoint-switch deployment.
*
* @param endpoint the source IoT data endpoint to persist
*/
public void setSourceIotDataEndpoint(String endpoint) {
config.lookup(DEVICE_PARAM_SOURCE_IOT_DATA_ENDPOINT).withValue(endpoint);
}

/**
* Remove the persisted source IoT data endpoint after deployment completes.
*/
public void clearSourceIotDataEndpoint() {
Topic t = config.find(DEVICE_PARAM_SOURCE_IOT_DATA_ENDPOINT);
if (t != null) {
t.remove();
}
}
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sourceIotDataEndpoint is internal deployment state, not a customer-facing Nucleus config parameter. It should live under services.DeploymentService.runtime — persisted to config.tlog so it survives device crashes mid-endpoint-switch, and not customer-configurable.

@Vipul-5517 Vipul-5517 force-pushed the dev/iot-endpoint-switch branch 2 times, most recently from fee0b75 to c5c4730 Compare April 9, 2026 09:14
…a (Step 1)

- Detect endpoint-switch deployments in DeploymentConfigMerger when
  iotDataEndpoint value differs from current DeviceConfiguration
- Persist sourceIotDataEndpoint in config.tlog (distinct key, does not
  trigger MQTT BatchedSubscriber reconnection)
- Force config snapshot for endpoint-switch deployments regardless of
  FailureHandlingPolicy
- Add DeviceConfiguration.set/get/clearSourceIotDataEndpoint() methods
- Guard isEndpointSwitch() with !autoRollback to skip redundant reads
- Consolidate isEndpointSwitchDeployment()/isEndpointSwitchSafe() into
  single isEndpointSwitch() method

PR review changes:
- Comment #1 (sahith): skip endpoint switch check when autoRollback
  already true
- Comment #2 (sahith): consolidate into single method, no IOException
- Comment #3 (saranyailla): store in config.tlog instead of separate
  endpoint_switch_metadata.json file
@Vipul-5517 Vipul-5517 force-pushed the dev/iot-endpoint-switch branch from c5c4730 to 7d6caed Compare April 9, 2026 09:18
@Vipul-5517 Vipul-5517 dismissed sahith’s stale review April 9, 2026 15:58

This is addressed and reviewed by Sahith

@Vipul-5517 Vipul-5517 requested a review from sahith April 9, 2026 18:57
@Vipul-5517 Vipul-5517 requested a review from alter-mage April 9, 2026 21:50
public static final String MERGE_ERROR_LOG_EVENT_KEY = "config-update-error";
public static final String DEPLOYMENT_ID_LOG_KEY = "deploymentId";
public static final String SERVICE_NAME_LOG_KEY = "serviceName";
public static final String SOURCE_IOT_DATA_ENDPOINT_KEY = "sourceIotDataEndpoint";
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nit: the data endpoint is a device configuration and not related to the deployment configuration merger. Please move this to the device configuration class.

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@alter-mage alter-mage left a comment

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Left a nitpicking comment but the overall PR looks good to me

public static final String MERGE_ERROR_LOG_EVENT_KEY = "config-update-error";
public static final String DEPLOYMENT_ID_LOG_KEY = "deploymentId";
public static final String SERVICE_NAME_LOG_KEY = "serviceName";
public static final String SOURCE_IOT_DATA_ENDPOINT_KEY = "sourceIotDataEndpoint";
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nit: do we need sourceIotCredEndpoint?

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6 participants